Counsellor/ Sr. Counsellor

The Nerve Cell is an integral, advanced team responsible for creating a remarkable and never-before-envisioned client experience.

Major Accountabilities (What you will do):

• Client Preparation: Prepare clients on market expectations, briefing them on ongoing, favorable, or less favorable market developments.
  
• Portfolio & Strategy: Deeply discuss portfolio performance and any stock vulnerability within the client's portfolio.
  
• Client Profiling: Shape the 'Client Investor Profile' (Client Profiling).
  
• Sales Handshake: Strategically exchange insightful client information (profile, investment behavior, capacity, do's/don'ts) with the PMP Sales Counselor.
  
• Support System: Serve as the primary specialist for client problems related to portfolio updates, dashboard access, and difficulties reaching customer service.
  
• ATE Sessions: Introduce discussion topics for Ask-The-Expert (ATE) sessions.
  

Expectations & Skills:

• Client Focus: Capability of dealing with Premium/HNI clients.
  
• Values: Clearly communicate and live the company's missions and values.
  
• Planning: Establish accurate plans with clear, reasonable, and appropriate objectives.
  
• Adaptability: Adapt to changing objectives and priorities.
  
• Innovation: Ability to find creative ways to build the client base and grow.
  
• Thought Leadership: Provide thought leadership to shape future decisions.
  
• Performance: Meet quality standards as per KPIs and qualitative client feedback.
  

Desired Background:

We are looking for candidates from the background of:

• Investment Banking
  
• Banking
  
• Financial sector
  
• Client engagement in financial products